Beaumont Financial Advisors’s Coca-Cola Consolidated COKE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$213K Buy
1,910
+10
+0.5% +$1.12K 0.02% 358
2025
Q1
$257K Hold
1,900
0.02% 313
2024
Q4
$239K Sell
1,900
-100
-5% -$12.6K 0.02% 330
2024
Q3
$263K Hold
2,000
0.02% 292
2024
Q2
$217K Buy
+2,000
New +$217K 0.02% 334